PROJECT ON FINANCIAL MODELLING

SUBMITTED IN PARTIAL FULFILLMENT FOR THE AWARD OF DEGREE OF

Bachelor of Commerce with Honours

Submitted To: Submitted by

Prof.Meenakshi Kaushik Ram Singh

Roll No: 00312488816

B.Com (Hons) - 6thSem

DELHI INSTITUTE OF RURAL DEVELOPMENT

NANGLI POONA, NEW DELHI

Affiliated to Guru Gobind Singh Indraprastha University

 DECLARATION

I RAM SINGH student of B.COM(HONS),DELHI INSTITUTE OF RURAL

DEVELOPMENT, NAGLI POONA declare that this project entitled " FINANCIAL

MODELLING” has been prepared upon the survey done. All the information mentioned in this

project has been collected through primary and secondary responses. Keeping all the company

information in my mind I have made this project.

Date:

Place:

Ram singh

Roll No-00312488816

B.COM(H)5thsem
 CERTIFICATE OF INTERNSHIP

To whomsoever it may concern that Mr. Ram singh , a student of B.com(H), Delhi Institute Of

Development affiliated to GGSIP university vide enrollment no: 00312488816 has successfully

completed the internship for 6 weeks from May 18th ,2018 to 30 June, 2018 at RELIANCE

MONEY GROUP.

During this period he worked with utmost sincerity and we wish him all the best for his future

endeavors.

Authorised signature

(RELIANCE MONEY GROUP)

.
 FACULTY GUIDE CERTIFICATE

This is to certify that RAM SINGH student of Bachelor of Commerce (H) at DELHI
INSTITUTE

OF RURAL DEVELOPMENT, NANGLI POONA, GURU GOBIND SINGH

INDRAPRASTHA

UNIVERSITY, DWARKA has completed the summer internship Report on “INVESTORS

PREFERENCE BETWEEN STOCK MARKET AND MUTUAL FUND ’’, under my

guidance.

The report has been checked for Plagiarism and is within limits of acceptance.

PROF. MEENAKSHI KAUSHIK

(Faculty Guide)
 ACKNOWLEDGEMENTS

It is really a great pleasure to have this opportunity to describe the feeling of gratitude from

the core of my heart who has given their immense contribution while preparing this project

report. I convey my sincere gratitude to MR. VIKALP BHARDWAJ for giving me the

opportunity to prepare my project work on INVESTOR PREFERENCE BETWEEN STOCK

MARKET AND MUTUAL FUND. I am thankful to PROF. MEENAKSHI KHAUSHIK for his

guidance during my project work and sparing his valuable time for the same.

I express my sincere obligation and thanks to all the Faculties of DIRD for their valuable

advice in guiding me at every stage in bringing out this report. I am also thankful to my

family for their kind co-operation which made my take easy.

I would also like to thank all the respondents of questionnaire for their cooperation. In the

end, I would like to say that it was a great experience working on this project.
 TABLE OF CONTENTS

1. INTRODUCTION 1-36

 OBJECTIVE OF STUDY
 LITERATURE REVIEW 37-39
 RESEARCH METHODOLOGY 40-41
 LIMITATION OF THE STUDY 42

2. COMPANY PROFILE 4 3-44

3. ANALYSIS AND INTERPRETATION OF DATA 45-67

4. CONCLUSION & RECOMMENDATIONS 68-70

BIBLOGRAPHY

ANNEXURE
 BIBLIOGRAPHY

Books:

 “Pricing and Hedging Long-term Options” - Bakshi, Gurudip ,Charles Cao, and Zhiwi

Chen

 “The Stock Options Manual” - M Gastineau, G., Mc Graw-Hill, New York, 1979

 “Buy and Sell stocks”-J W Mathew, Steven Publications, Chicago.

WEB RESOURCES:

Data & Charting:

▪ www.bseindia.com

▪ www.nseindia.com

▪ www.buzzingstocks.com

▪ www.equis.com

News Reports & Articles:

 www.investopedia.com

 www.mckinseyquarterly.com

 www.moneycontrol.com

 www.outlookmoney.com

 www.equitymaster.com

 www.sharekhan.com`
 Appendix

Questionnaire

1) What % of earnings do you save for investment purposes?

a) 10-20% b) 20-30% c) 30-40% d) 40-50% e) More than 50%

2) Which is your most dominant investment instrument for investment purposes?

a) Equity b) Mutual fund c) Debentures d) Derivatives e) Bank F.D. f) Others

3) What is your investment horizon?

a) 0-6 Months b) 6 Month- 1 Year c) More than 1 Year.

4) Do you directly invest in stock market?

a) Yes b) No

5) If yes? How was your experience of direct investment in equity market?

a) Excellent b) Good c) Moderate d) Bad e) Worst

6) If no? Please tell the reason why?

a) Uneducated about market b) lack of resources c) Risk associated with stock market

d) Lack of faith e) No Interest f) Lack of time

7) Which broking house do you like to associate with?

a) Karvy b) Indiabulls c) Reliance d) AnandRathi

e) HDFC securities f) ICICI securities e) others

8) Do you invest in mutual fund?

a) Yes b) No

9) If yes? How was your experience of investment in Mutual fund?

a) Excellent b) Good c) Moderate d) Bad e) Worst

10) Reason behind your investment in mutual fund?

a) Professional Expertise b) Diversification of Fund c) Liquidity

d) Low Cost e) Convenience f) Greater Returns g) Low risk

11) If no? Please tell the reason why?

a) Lack of faith b) Lack of resources c) less than expected return

d) uneducated e) others

12) Which scheme of Mutual fund do you prefer?

a) Equity schemes b) Debt schemes c) Balance schemes d) Growth schemes

f) Others

13) Are you satisfied with the cost associated with Mutual fund?

a) Yes b) No

14) Which is safer instrument according to you as an investor?

a) Mutual Fund b) Investments in stocks

15) According to you which among the two will have a better future prospects?

a) mutual Fund b) Investment in stocks

Name Of The Respondent :___________________________________

Contact Number:

(Signature of the Respondent)